In "The Big Action," China International Bank recommends YUM CHINA (09987.HK) and a preferred choice of CSI SWS Food & Beverage index best choice is Kang Shi Fu (00322.HK) and China Resources Beverage (02460.HK).

China International Bank has issued a report indicating a cautiously constructive outlook for the Chinese consumer market in 2025. It believes that the recovery of the consumer market will depend on how effectively the supportive policy schemes introduced by the authorities will be transmitted and the extent of their effectiveness. It predicts that next year, the risk appetite of investors focused on demand will rise, driving a reevaluation of industry value. The bank also noted that market competition is becoming intense, therefore, when selecting stocks, it tends to favor companies with visible earnings growth in their businesses. The preferred choices in the CSI SWS Food & Beverage index are Master Kong (00322.HK) and China Resources Beverage (02460.HK), while in the dining industry, YUM CHINA (09987.HK) is the top choice.

AASTOCKSDec 16 14:10

GTJA expects that next year the Hong Kong stock market will present an N-shaped oscillation pattern trending upwards, discovering investment opportunities from improved domestic demand.

GTJA's Chief Analyst Chen Ximiao stated that looking ahead to 2025, the Hong Kong stock market will continue to experience external disturbances, focusing on the Fed's interest rate cut pace under overseas inflation, strong U.S. dollar, policy constraints from tariffs, and great power rivalry. However, the domestic policy direction is clear, relying on fiscal support to stabilize economic expectations, with improving corporate profits on the supply side and enhanced Industry Chain resilience.

AASTOCKSDec 11 10:01

China Securities Co.,Ltd.: The food & beverage industry is expected to usher in a turning point in prosperity. Focus on dealers preparing for the annual stocking conference.

With the increase in policy stimulus, the cyclical dining chain is expected to be the first to benefit from improved expectations.

Zhitong FinanceDec 9 14:01

According to reports, Dongpeng Beverage (605499.SH) is considering listing in Hong Kong next year, expecting to raise up to 1 billion USD.

Bloomberg cited sources as saying that mainland energy drink manufacturer Dongpeng Beverage (605499.SH) is considering going public in Hong Kong and is seeking to hire banks for preparation, with the earliest expected listing next year, raising up to $1 billion in funds. Sources also revealed that the related Hong Kong listing plan is still under review, and details including the scale may still be subject to change. Dongpeng Beverage, headquartered in Shenzhen, saw its A-shares rise by about 57% this year, with a market cap of $15.8 billion. Established in 1994, it mainly sells energy drinks, electrolyte drinks, Chinese sugar-free tea, coffee, etc. Additionally, Dongpeng Beverage had a planned listing about two years ago.

AASTOCKSDec 5 15:48

Lyon's investment ratings and target prices for domestic demand stocks (table) in "The Big Business".

Lyon has published a research report, listing the investment ratings and target prices for domestic demand stocks as follows: Stock | Investment Rating | Target Price (HKD) Preferred Stocks China Resources Beer (00168.HK) | Outperform | 62 -> 57 Nongfu Spring (09633.HK) | Outperform | 33 -> 35 Mengniu Dairy (02319.HK) | Outperform | 20.1 Other Stocks Bud APAC (01876.HK) | Outperform | 9.8 -> 9.1 China Resources Beer (00291.HK) |

AASTOCKSNov 27 15:21

Hong Kong stocks: Hang Seng Index rose 51 points in the first half of the day, netease surged by 13%, "Bilibili" dropped by 10%.

Mainland China's major economic indicators rebounded last month (retail sales up 4.8% year-on-year, beating expectations), with the Hong Kong stock market performing well in the morning. The Hang Seng Index opened 67 points higher, fell 103 points in the early stage to 19,332 points before rebounding, rose 172 points to 19,608 points at one point, up 51 points or 0.3% at midday, closing at 19,486 points; The H-share index rose 27 points or 0.4%, closing at 7,001 points; Hang Seng Tech Index rose 38 points or 0.9%, closing at 4,357 points, with a total turnover of 85.151 billion Hong Kong dollars in the morning session. In the financial sector, HSBC Holdings (00005.HK) rose by 0.8%, while Standard Chartered (02888.HK) and Hong Kong

AASTOCKSNov 15 12:27